Identify the model-driven forms and Dataverse views that are needed

Introduction:

As an aspiring Microsoft Power Platform App Maker, it is essential to gain a thorough understanding of model-driven forms and Dataverse views. These components play a crucial role in designing, building, and customizing business applications using the Power Platform. To help you prepare for the exam, we will delve into the details of these concepts, exploring their key features and functionality.

Model-Driven Forms:

Model-driven forms in Microsoft Power Platform provide a powerful toolset for designing user-friendly interfaces within business applications. By using an intuitive and responsive drag-and-drop interface, App Makers can create forms to capture, display, and update records in the Dataverse.

Key Features and Concepts:

1. Entity Forms: Entity forms are the building blocks for creating model-driven forms. They represent individual records within an entity and provide control over field layout, formatting, and validation. App Makers can customize entity forms based on their specific requirements, such as adding or removing fields, enabling business rules, or applying JavaScript events.
2. Quick View Forms: Quick view forms allow users to display related entity information on a single form without navigating to a different record or opening a new window. App Makers can include quick view forms within entity forms to provide a consolidated view of critical data, increasing productivity and enhancing user experience.
3. Main Forms: Main forms serve as the primary interface for creating, viewing, and editing records. App Makers can define multiple main forms for an entity, each tailored to specific user roles or scenarios. Conditionally showing or hiding fields, sections, or tabs based on user roles or data conditions ensures a personalized experience.
4. Related Forms: Related forms offer a way to show or edit data related to a primary record in a hierarchical structure. App Makers can define relationships between entities and design related forms to display or edit the data associated with these relationships. This enables seamless navigation and interaction between related records.

Dataverse Views:

Dataverse views provide a customizable and interactive way to visualize and analyze data stored within the Dataverse. As an App Maker, you can create views to filter, sort, group, and display data according to specific criteria, enabling users to make informed decisions based on relevant information.

Key Features and Concepts:

1. System Views: System views are predefined views that come with certain entities out-of-the-box. These views offer standard functionality and cannot be modified directly. However, App Makers can create personal views based on system views to meet specific requirements.
2. Personal Views: Personal views allow users to define their customized data views by selecting the desired columns, filters, sorting criteria, and grouping controls. Personal views are user-specific and can be shared with others or kept private. App Makers can create personal views for end-users to enhance their data exploration capabilities.
3. Advanced Find: Advanced Find is a powerful query tool that empowers App Makers and end-users to create complex queries and retrieve specific data from the Dataverse. It offers a wide range of filtering, sorting, grouping, and aggregation options, enabling precise data retrieval to meet diverse business needs.
4. Associated Views: Associated views enable users to see related data associated with a particular record. When a relationship exists between two entities, App Makers can configure associated views on forms to display relevant data from the associated entity. This facilitates a comprehensive view of data relationships and enhances data analysis.

Conclusion:

Understanding model-driven forms and Dataverse views is vital for success as a Microsoft Power Platform App Maker. By having a solid grasp of these concepts, their features, and their functionality, you can effectively design and customize business applications, optimize user experience, and enable efficient data analysis. Utilizing Microsoft’s comprehensive documentation on these topics is crucial while preparing for the Microsoft Power Platform App Maker exam. Good luck with your exam preparations!